Edward LewisCRD Number: 1995474
Current Firm: Ic Advisory Services, Inc.
Edward Lewis (CRD# 1995474) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Pittsburgh, PA and has over 27 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Ic Advisory Services Inc.||Pittsburgh, PA||Oct 2010 - Current||7|
|The Investment Center||Pittsburgh, PA||Nov 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1990|
|S65||NASAA Investment Advisors Law Examination||Mar 2000|
Total Assets Under Management812MILLIONS
Total Number of Accounts3,745ACCOUNTS
Average Account Value$216,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops